Possible scenario
Grid And Regulatory Friction
21% Chance
Implementation becomes more complicated as grid interconnection, transmission deliverability, and cost-allocation questions emerge. The deal remains alive, but investors mark down the speed at which nuclear capacity can meet AI load growth.
Secondary impacts
- Utilities -0.9%
- Technology -0.3%
- Industrials -0.2%
Tickers
- CEG-3.9%
- GOOGL-0.9%
Portfolio impact
S&P 500-0.2%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.